Replies to post #15215 on Aphria Inc (fka APHA)

[FUNMAN]

I was considering the same thing overnight. I am not sure of the merger ramifications with Tilray until the details come out about the tie-in with BUD.

What is BUD’s stake? Interest? How does Sweetwater fit?

My knee jerk reaction was Aphria doesn’t need anyone.

A merger with Simon on top might be attractive.

The bet becomes awesome if Georgia flips to the Democrats. I am not confident that is going to happen. So we have to wonder how far the Republicans are willing to go on legalization.

Let’s see the details. I’m now interested in listening. Maybe when the Market opens The Street will see this as a big win.

[FUNMAN]

Tilray and BUD did research.

https://www.marketwatch.com/story/tilray-and-budweiser-maker-will-partner-to-research-weed-drinks-2018-12-19

https://www.fool.com/investing/2018/12/21/why-tilrays-deal-with-anheuser-busch-inbev-didnt-e.aspx


Product development is in the slow lane.

I don't think they ever introduced the announced CBD beverages.

https://www.thestar.com/business/2019/10/10/tilray-ab-inbev-to-launch-cbd-drinks-in-late-2019-thc-drinks-to-come-later.html

They said THC beverages needed more time.

[RiversRun]

Good call HopeS...honestly forgot that Tilray had ABInbev on board...also did not realize that TLRY had bottling/beverage facilities in CAN...weird for a guy that actually worked for AB for 20 years, as I did...thanks for the insight